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Jeffrey Neil Lewis

Sjs Investment Services

Sylvania, OH

CRD 7840301

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Employer firm

Sjs Investment Services CRD 107219

$2.94B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Sjs Investment Services

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-02-28
  • OH RA
    APPROVED
    Since 2024-02-28

Branch Locations

6711 Monroe St. Building Iv, Suite A, Sylvania, OH 43560 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mother Cabrini Shrine Golden CO 11/2009 10/2023
Sjs Investment Services Sylvania OH 11/2023 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-27
  • S65 Uniform Investment Adviser Law Examination
    2024-02-27

View on SEC IAPD

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Nearby Investors

CRAIG ARNOLD WARNIMONT
Jamie Lynn Kaczmarski
Brook Bright

Nearby Offices

VENTURE VISIONARY PARTNERS LLC · SYLVANIA, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Sylvania, OH

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